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INSIGHT PROVIDER

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Lars Kreckel
Director
• Sentiment Matters

Location: United Kingdom

Joined: 27 February 2026

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Summary

Sentiment Matters brings structure and insight to one of the most underused drivers of investing: sentiment and positioning. Whether you’re a macro strategist or a stock picker, it always matters whether your view is consensus or contrarian. Yet investors often spend too much time on things that are impossible to forecast (inflation), not consistently market-moving (geopolitics), or where they have little edge (Fed-speak). Sentiment and positioning are different: they’re measurable, often overlooked, and have a clear impact on returns. That’s where Sentiment Matters comes in. Drawing on 20+ years of buy-side and sell-side experience, I’ve built the tools I always wished existed. What we offer: • Powerful visualisation tools that show, at a glance, which assets are loved or hated — hel...

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